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Cherry Bekaert Wealth Management LLC Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Cherry Bekaert Wealth Management LLC operates in the financial services sector as an investment advisory practice offering wealth management and retirement plan consulting. Its team consists of experienced, objective professionals who provide thoughtful, attentive service to support prudent financial stewardship aligned with clients' goals. The firm serves individuals and organizations seeking guidance on wealth and retirement planning, emphasizing the client experience and service quality. Based in Richmond, Virginia, it functions as a small to mid-sized specialty firm.

In 2022, media coverage identified a strategic partnership between Cherry Bekaert Wealth Management and Choreo Group.

Find Cherry Bekaert Wealth Management LLC employees' phone numbers or email addresses

Cherry Bekaert Wealth Management LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    11
  • Mexico
    1

Oceania
2

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  • Australia
    2

Cherry Bekaert Wealth Management LLC's Leadership

  • Stylized image of a person
    A. C. T.
    President L Lpl Financial Advisor L Wealth Management L Retirement Planning
    Mobile Phone
  • Stylized image of a person
    M. D.
    Administrative Manager
    Mobile Phone

Cherry Bekaert Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Cherry Bekaert Wealth Management LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. C. T.
    President L Lpl Financial Advisor L Wealth Management L Retirement Planning
    Mobile Phone
    Jun 28, 2026
  • Stylized image of a person
    M. D.
    Administrative Manager
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Cherry Bekaert Wealth Management LLC known for?

Minus sign iconPlus sign iconCherry Bekaert Wealth Management LLC was founded in 1998 operates in the Financial Services industry. Explore Cherry Bekaert Wealth Management LLC's company overview page for more information.

What is Cherry Bekaert Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconCherry Bekaert Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cherry Bekaert Wealth Management LLC email formats with LeadIQ.

How many employees does Cherry Bekaert Wealth Management LLC have currently?

Minus sign iconPlus sign iconCherry Bekaert Wealth Management LLC has approximately 12 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Cherry Bekaert Wealth Management LLC's key employees and leadership?

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As of July 2026, Cherry Bekaert Wealth Management LLC's key employees include:

  • President L Lpl Financial Advisor L Wealth Management L Retirement Planning: A. C. T.
  • Administrative Manager: M. D.

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